# GUIDE FINANCIAL PLANNING

GUIDE FINANCIAL PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/guide-financial-planning

## Regulatory record

- **CRD number:** 170734
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170734

## About

GUIDE FINANCIAL PLANNING is a state-registered investment adviser in SHOREVIEW, MN. The firm manages approximately $70 million in regulatory assets. It has 6 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at GUIDE FINANCIAL PLANNING?

The firm does not publicly name any investment professionals. No CEO, CIO, or managing principal is listed in public records. Investment decision-making authority is unconfirmed.

### What assets does GUIDE FINANCIAL PLANNING manage?

The firm's AUM is not publicly disclosed. No regulatory filing or voluntary publication provides a figure. The scale of operations is unknown.

### How does GUIDE FINANCIAL PLANNING generate proprietary deal flow?

The firm's deal sourcing model is not publicly described. No proprietary investment vehicles, co-investment platforms, or external partnerships have been identified.

### What investment stages does GUIDE FINANCIAL PLANNING typically target?

No investment stage preference is publicly stated. The firm's approach to direct deals versus fund commitments, if any, is unknown.

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Last updated: 2026-06-03T20:00:00.000Z

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